Sound Life Financial Services offers a comprehensive range of services - from business development and marketing, to investment, research and technical advice. A selection of almost 400 products sourced from over 40 fund managers and life insurance companies are available for us to choose from.
Sound Life financial services can offer a range of insurance, investment, superannuation and retirement income stream products contact us today for a free consultation.
An Approved Product List (APL) is maintained, containing a list of financial products that have been researched by a number of external research houses, and we can only recommend products from this list.
A copy of the APL can be supplied to you upon request.
Budgeting & Savings Service
Saving – the secret to financial security
Debt consolidation and product selection can assist managing debt.
Estate Planning Considerations
The creation, protection and distribution of your wealth.
Financial Protection & Insurance
Cope financially – whatever happens. Your financial planner can help with general and health insurance.
You don’t have to be rich to be an investor
Enjoy your retirement through planning for the future
A tax effective way of getting more out of your pay
Plan your super contributions and ensure you achieve your retirement goals
"My husband and I were becoming increasingly worried about how disorganised our financial situation had become.
Having had many jobs over the years, we each had at least four or more superannuation accounts and were paying more fees than we needed to. Neither of us had sufficient life insurance, and we were going nowhere fast when it came to securing our financial future. Frustrated with our situation, we contacted Sound Life Financial Services and booked a consultation with Thelma Jaekel.
We had never been to a Financial Planner before and didn't know what to expect. Thelma explained every step in developing our Financial Plan and guided us the whole way.
She formulated our plan, which involved consolidating all of our Superannuation into single accounts, implementing Super co-contributions, and setting up Life, Trauma and Income Protection Insurance Policies to protect our family should the worst happen. We now have total peace of mind about our future financial security.
Thelma's dedication and personalised service has been fantastic and we know that if we ever have a concern or need advice about money matters, we can give her a call. Cheers." ~ Ellie
Sound Life & Superannuation Agencies Pty Ltd trading as Sound Life Financial Services are
Corporate Authorised Representatives of Synchronised Business Services Pty Ltd
ABN: 33 007 207 650 trading as SYNCHRON
Principal address: Level 1, 65 Palmerston Crescent, South Melbourne Vic 3051
Australian Financial Services License Number: 243 313